Sentences with phrase «aggregated view of all customer»

Even now, some of the best practices coming from regulators and technology consultants are pointing to more centralization — a «single, accurate, and aggregated view of the customer» that can be tracked throughout the lifetime of that customer as details, investment goals, and needs change — a way to link a client address to the deals and cases they have on the go, to the communications, and often sensitive data, that is shared during those interactions.